Which New Zealand managed funds hold Lifestyle Communities?

16 New Zealand managed funds hold Lifestyle Communities as a direct holding, across 6 fund managers. Weights range from 0.000% to 0.370% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Lifestyle Communities indirectly through an underlying fund or ETF are not counted, so this is a floor rather than a total.

Which NZ fund has the largest holding in Lifestyle Communities?

Pathfinder Global Property Fund has the largest direct holding at 0.370% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Lifestyle Communities?

16 funds hold Lifestyle Communities directly, across 6 managers. Weights are the percentage of each fund's net assets, as filed with the FMA.

FMA Disclose — full portfolio holdings

Direct holdings only. Funds that hold Lifestyle Communities indirectly — through an underlying fund, trust or ETF — are not listed here. Disclose filings do not distinguish a wrapper from a security, so this page cannot see through one. It is a floor, not a total.

Fund	Manager	% of fund
Pathfinder Global Property Fund	Pathfinder	0.370%
ANZ Investments OneAnswer Property Securities Fund	ANZ Investments	0.270%
Summer Australian Equities	Summer	0.130%
Harbour Real Estate Investment Fund	Harbour	0.020%
Summer Growth Selection	Summer	0.020%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.010%
Octagon Balanced Fund	Octagon	0.010%
Summer Balanced Selection	Summer	0.010%
Summer Conservative Selection	Summer	0.010%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.010%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.010%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.010%
Harbour Income Fund	Harbour	0.000%
Mercer Responsible Balanced Fund	Mercer	0.000%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.000%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.000%

Funds holding Lifestyle Communities usually also hold

Companies that appear alongside Lifestyle Communities in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 4 spellings were treated as Lifestyle Communities — shown so you can check the grouping rather than take it on trust.

LIFESTYLE COMMUNITIES
Lifestyle Communities
Lifestyle Communities Limited
Lifestyle Communities Ltd

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